See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,173 | $57,354-73.5% | $83,848-81.9% | $64,186-76.4% |
| Participation rate | 72.2% | 68.6%+3.6pp | 76.1%-3.9pp | 69.6%+2.7pp |
| Annual return | -11.03% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,741 | $2,545+7.7% | $3,631-24.5% | $2,381+15.1% |
| Participant deferral / active EE | $3,015 | $2,993+0.7% | $4,082-26.1% | $3,470-13.1% |
| Admin fee / account holder | $207 | $4,046-94.9% | $5,478-96.2% | $4,888-95.8% |